Overview
This Practice Management webinar session on “The engagement process” forms part of a series of presentations on practice management for small and medium practices based on IFAC’s Practice Manual for SMP’s. These webinars are aimed at all accounting practitioners and practice owners/ managers who want to know how to improve the running of their practice and increase their profitability and productivity.
Good clients are key to the success of an accounting firm. The process for acceptance and continuance of clients is an important risk area for an accounting firm. In this short webinar join Joane Willemse BCom (Hons) AGA(SA) as she breaks down the correct engagement process that will ensure success of your firm.
Learning objectives
By the end of this webinar you should:
- Understand the engagement process and relevant engagement documentation;
- Understand how to review re-engagements; and
- Understand how to manage the disengagement process.
Content
The webinar will cover the following topics in detail:
- Client acceptance procedures.
- How to review your client base.
- How to measure and exceed client expectations.
- Developing strategies to provide a full range of quality services.
- Knowing your client.
- Ceasing the client relationship.
CPD
Attendance of this hour long webinar will accrue 1 CPD hour for members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by SAICA, AAT, SAIPA, SAIBA, IAC, CIS and others.
Complete the free online assessment at the end of the event and receive an additional 1 CPD hour.